MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 39 filers reported holding MFS INVT GRADE MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $109,000 | +1.9% | 11,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $107,000 | +4.9% | 11,000 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $102,000 | -1.9% | 11,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $104,000 | -11.1% | 11,000 | -12.0% | 0.00% | -33.3% |
| Q4 2014 | $117,000 | +2.6% | 12,500 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $114,000 | -27.8% | 12,500 | -26.5% | 0.00% | -25.0% |
| Q2 2014 | $158,000 | -63.3% | 17,000 | -64.6% | 0.00% | -20.0% |
| Q1 2014 | $430,000 | -7.7% | 48,000 | -11.1% | 0.01% | 0.0% |
| Q4 2013 | $466,000 | +98.3% | 54,000 | +100.0% | 0.01% | -16.7% |
| Q3 2013 | $235,000 | -6.7% | 27,000 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $252,000 | -8.4% | 27,000 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $275,000 | – | 27,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
| Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
| Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
| Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
| Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
| 1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
| Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |